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guru267
#281 Posted : Saturday, July 28, 2012 4:21:08 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
As long as tbill rates remain firmly between the inflation rate and the CBR the stock market should be fine...

The medium term pressure (H2 2012) is for treasury yields to come down and the stock market to rally upwards..



Mark 12:29
Deuteronomy 4:16
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hisah
#282 Posted : Saturday, July 28, 2012 6:31:06 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
guru267 wrote:
As long as tbill rates remain firmly between the inflation rate and the CBR the stock market should be fine...

The medium term pressure (H2 2012) is for treasury yields to come down and the stock market to rally upwards..




Heavy tbills start maturing this Sept. That will spike the yields... I want to see if CBK will have the guts to cut CBR in Sept with that money being due to force the yields down. Otherwise those maturities will be rolled back into those juicy high yields starving the econ & equities.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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youcan'tstopusnow
#283 Posted : Thursday, August 02, 2012 6:31:04 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Data from the exchange
shows investors traded East African Breweries (EABL) shares worth Sh1.4 billion in July, ahead of the second most traded stock, KCB, whose stock recorded a turnover of
Sh844.2 million ($10.05
million).
Equity Bank was the third
most heavily traded stock in the month, with a turnover of Sh763 million ($9.08 million).
http://www.businessdaily.../-/6qm8buz/-/index.html
GOD BLESS YOUR LIFE
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guru267
#284 Posted : Thursday, August 02, 2012 6:39:00 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
hisah wrote:
guru267 wrote:
As long as tbill rates remain firmly between the inflation rate and the CBR the stock market should be fine...

The medium term pressure (H2 2012) is for treasury yields to come down and the stock market to rally upwards..




Heavy tbills start maturing this Sept. That will spike the yields... I want to see if CBK will have the guts to cut CBR in Sept with that money being due to force the yields down. Otherwise those maturities will be rolled back into those juicy high yields starving the econ & equities.


Boss I personally think its time you stop with the doom and gloom and join the 20 year economic party that is coming!!

Tbill rates, inflation, CBR and lending rates are all on their way down.. The stock market looks set for some glory days...

Its rare for dividends to exceed inflation in any African country
Mark 12:29
Deuteronomy 4:16
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StatMeister
#285 Posted : Thursday, August 02, 2012 10:19:16 AM
Rank: Veteran

Joined: 5/23/2010
Posts: 868
Location: La Islas Galápagos
youcan'tstopusnow wrote:
Data from the exchange
shows investors traded East African Breweries (EABL) shares worth Sh1.4 billion in July, ahead of the second most traded stock, KCB, whose stock recorded a turnover of
Sh844.2 million ($10.05
million).
Equity Bank was the third
most heavily traded stock in the month, with a turnover of Sh763 million ($9.08 million).
http://www.businessdaily.../-/6qm8buz/-/index.html


Is this the start of speculation for stocks closing books in mid-year?
A bad day fishing is better than a good day at work
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cnn
#286 Posted : Thursday, August 02, 2012 10:22:21 AM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
guru267 wrote:
hisah wrote:
guru267 wrote:
As long as tbill rates remain firmly between the inflation rate and the CBR the stock market should be fine...

The medium term pressure (H2 2012) is for treasury yields to come down and the stock market to rally upwards..




Heavy tbills start maturing this Sept. That will spike the yields... I want to see if CBK will have the guts to cut CBR in Sept with that money being due to force the yields down. Otherwise those maturities will be rolled back into those juicy high yields starving the econ & equities.


Boss I personally think its time you stop with the doom and gloom and join the 20 year economic party that is coming!!

Tbill rates, inflation, CBR and lending rates are all on their way down.. The stock market looks set for some glory days...

Its rare for dividends to exceed inflation in any African country

The bear and bull war,who will come out the winner?
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youcan'tstopusnow
#287 Posted : Thursday, August 02, 2012 11:47:24 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Eaagads is up 26% since Monday but only off 1900 shares traded...
(as at 11.47 a.m)
GOD BLESS YOUR LIFE
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hisah
#288 Posted : Thursday, August 02, 2012 12:13:55 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
guru267 wrote:
hisah wrote:
guru267 wrote:
As long as tbill rates remain firmly between the inflation rate and the CBR the stock market should be fine...

The medium term pressure (H2 2012) is for treasury yields to come down and the stock market to rally upwards..




Heavy tbills start maturing this Sept. That will spike the yields... I want to see if CBK will have the guts to cut CBR in Sept with that money being due to force the yields down. Otherwise those maturities will be rolled back into those juicy high yields starving the econ & equities.


Boss I personally think its time you stop with the doom and gloom and join the 20 year economic party that is coming!!

Tbill rates, inflation, CBR and lending rates are all on their way down.. The stock market looks set for some glory days...

Its rare for dividends to exceed inflation in any African country

Nitavuka sakafu to the bull side only when CBK engages in shock rate cuts signalling no more tbill hoarding. My ideal shock is anything from 400bps. And should this be at the same with US Fed USD flood together with ECB eurobond buying spree, well equities will be the biggest winner globally.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Aguytrying
#289 Posted : Thursday, August 02, 2012 1:21:03 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
youcan'tstopusnow wrote:
Data from the exchange
shows investors traded East African Breweries (EABL) shares worth Sh1.4 billion in July, ahead of the second most traded stock, KCB, whose stock recorded a turnover of
Sh844.2 million ($10.05
million).
Equity Bank was the third
most heavily traded stock in the month, with a turnover of Sh763 million ($9.08 million).
http://www.businessdaily.../-/6qm8buz/-/index.html


@Hisah. im i right or im i right?
This is a signal of profit taking. Rosy news, never a good sign. As elections approach i expect some serious offloading. these people know what they are doing.
The investor's chief problem - and even his worst enemy - is likely to be himself
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mwekez@ji
#290 Posted : Thursday, August 02, 2012 6:06:13 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
hisah wrote:
guru267 wrote:
hisah wrote:
guru267 wrote:
As long as tbill rates remain firmly between the inflation rate and the CBR the stock market should be fine...

The medium term pressure (H2 2012) is for treasury yields to come down and the stock market to rally upwards..




Heavy tbills start maturing this Sept. That will spike the yields... I want to see if CBK will have the guts to cut CBR in Sept with that money being due to force the yields down. Otherwise those maturities will be rolled back into those juicy high yields starving the econ & equities.


Boss I personally think its time you stop with the doom and gloom and join the 20 year economic party that is coming!!

Tbill rates, inflation, CBR and lending rates are all on their way down.. The stock market looks set for some glory days...

Its rare for dividends to exceed inflation in any African country

Nitavuka sakafu to the bull side only when CBK engages in shock rate cuts signalling no more tbill hoarding. My ideal shock is anything from 400bps. And should this be at the same with US Fed USD flood together with ECB eurobond buying spree, well equities will be the biggest winner globally.


Today, Uganda c.bank has cut its rate again. Our c. bank will also do it during next MPC. Stay ahead of the curve mate.
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